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HomeMy WebLinkAbout20230512AVU to Staff 200 Attachment B.pdf2022 Research Overview Staff_PR_200 Attachment B Page 1 of 86 Q1 January –March 2022 Staff_PR_200 Attachment B Page 2 of 86 Commissioned: Voice of the Customer Each day, two files are generated and automatically sent to MDC Research;a file of calls received in the Call Center and a file of completed service jobs -both from the previous day.MDC randomly selects customers to survey from each file and must complete 400 surveys per quarter to ac​hieve an error margin of +/-5% at a 95% confidence level. Calls are made in as short of a timeframe as possible to the customer's interaction with Avista. Staff_PR_200 Attachment B Page 3 of 86 VoC: Overall Satisfaction 2022 2021 January 96%94% February 96%94% March 97%97% “On a scale of 1 to 4 where 1 means very unsatisfied and 4 means very satisfied, how would you rate your overall satisfaction with the customer service that you received from Avista Utilities?” Staff_PR_200 Attachment B Page 4 of 86 VoC: Overall Loyalty 2022 2021 January 92%94% February 87%90% March 96%96% “Assume you were given a choice of energy providers, and they all charged the same rates that you are now paying to Avista Utilities.What is the likelihood that you would stay with Avista rather than switch to another energy provider?Please use a scale of 1 to 4, with 1 meaning "very unlikely" and 4 meaning "very likely" that you would stay with avista. verify:how likely would you be to stay with Avista Utilities?” Staff_PR_200 Attachment B Page 5 of 86 Commissioned: Brand Survey 2021* This study tracks customer perceptions of the Avista brand over several key metrics, including general associations, reputation, and likelihood to recommend. *2021 results received in January 2022 Staff_PR_200 Attachment B Page 6 of 86 •This study tracks customer perceptions of the Avista brand over several key metrics, including general associations, reputation, and likelihood to recommend •Where applicable, significant differences are noted between customers in Idaho and Washington, as well as notable trends from the previous year Brand Survey 2021: Objectives and Methodology •Customers were surveyed at random from Avista customer records, targeted for either phone or web administration •Web outreach was optimized for both desktop/laptop and mobile administration •In total, n=900 surveys were completed in November 2021 (n=499 web | n=401 phone) Methodology Objectives •All respondents were screened to ensure they are Avista customers, age 18 and older, with responsibility for their household’s budget and bills •In addition, no respondent working as an employee of a telephone, cable, utility, or petroleum company, or a market research firm, or living in a household with such an employee, was permitted to take the survey •Data have been weighted to match previous years’ breakouts, and to ensure an equal sampling by state •The total sample size of n=900 has a maximum sampling variability of +/-3.3% at the 95% confidence level; the sample sizes of n=400 for each state have a maximum sampling variability of +/-4.6% •The full dataset was coded into the existing code frame from previous years •In 2019, some web questions were also adjusted to be self-administered in a truly unaided fashion •In 2020, customer service experience questions were added to both phone and web surveysStaff_PR_200 Attachment B Page 7 of 86 Brand Survey 2021 •Majority of respondents (58%) have not contacted us in the last year (or don’t recall) •More than 8 in 10 who recall contact were satisfied (82%) •Overall Satisfaction decreased from 85% (2020) to 82% (2021) •78% say they would stay with us if provided with another option •82% believe Avista’s reputation is positive •NPS: 76% would likely recommend Avista to others Link to Brand Survey DocumentStaff_PR_200 Attachment B Page 8 of 86 Brand Survey 2021 •Avista scored higher than Nordstrom and Les Schwab when asked what company sets the standard for online business or digital transactions (Amazon was the number one response) •56% expect their utility to provide the same type of digital experience as [the company they chose for setting the standard…] •Customers most frequently associate electricity and power with Avista •91% believe Avista provides a valuable service in their everyday life •When provided with two contrasting words, customers believe Avista to be: •Friendly •Environmentally responsible •To have a good reputationStaff_PR_200 Attachment B Page 9 of 86 Commissioned: Foresee Web Satisfaction Survey ForeSee has been providing Avista with website survey services since 2006. Each month about 400 randomly selected myavista.com customers complete a survey about their website experience, confidence in Avista and general demographic questions. ForeSee consolidates these “voice of the customer” survey responses into detailed reports that include verbatim customer comments, metrics on overall website satisfaction and benchmarking against other utilities and industries. Staff_PR_200 Attachment B Page 10 of 86 Foresee: Combined Web Satisfaction 2022 2021 January 84%75%* February 80%81% March 84%82% Combined Website Satisfaction –both Desktop and Mobile. *Lower score than normal due to the myavista.com outage that prevented customers from being able to report electric outages during the January 2021 Windstorm.Staff_PR_200 Attachment B Page 11 of 86 Avista Advisors This onl​ine panel is c​​omprised of a group of Avista customers who have agreed to share their feedback through [up to] two short surveys each m​onth. Staff_PR_200 Attachment B Page 12 of 86 Avista Advisor Demographics* *Last updated: April 2022 | For the most recent demographics visit the Avista Advisor Avenue Page 0% 10% 20% 30% 40% 65+55-64 45-54 35-44 25-34 18-24 36% 27% 18% 13% 5% 0% Age 0% 10% 20% 30% 40% 50% Male Female Other 49%49% 2% Gender 0%20%40%60%80% 6 months to less than 1… 1 to 2 years 3 to 5 years 6 to 9 years 10 or more years 2% 5% 13% 12% 68% Years as an Avista Customer 0% 20% 40% 60% 80% Both Electric Gas 61% 20%19% Service Type 0% 20% 40% 60% 80% Washington Idaho Oregon 63% 25% 11% Location 1% 3% 15% 81% Credit Code 0 1 2 3 Staff_PR_200 Attachment B Page 13 of 86 Avista Advisor: Recruitment •January 2022: 2,124 [Gained 0, Lost 15] •February 2022: 2,116 [Gained 0, Lost 8] •March 2022: 2,108 [Gained 0, Lost 8] Staff_PR_200 Attachment B Page 14 of 86 Survey: Member Experience Evaluation 2022 Annual Member Experience Survey Purpose: To gather input from customers about their experience as an Avista Advisor. Fielded: 1/18-2/1 Participants: 800 Key Findings (on next four slides) •NPS [Net Promoter Score] •Satisfaction •Reasons for Satisfaction •Reasons for Dissatisfaction January 2022 Staff_PR_200 Attachment B Page 15 of 86 Survey: Member Experience Evaluation 2022 NPS [Net Promoter Score] 2022 January 2022 …compared to 2020 Staff_PR_200 Attachment B Page 16 of 86 Survey: Member Experience Evaluation 2022 Satisfaction 2022 January 2022 …compared to 2020 Staff_PR_200 Attachment B Page 17 of 86 Survey: Member Experience Evaluation 2022 Reasons for Satisfaction Below is a list of features or benefits of being a member of the community. Please read through the list and select those that, as a member, you feel satisfied with or have been fulfilling for you. January 2022 2022 2020 Opportunities to express my views and opinions 66%67% Learning about new things 58%56% Finding out about new products or ideas 47%57% I am getting what I expected out of this experience 37%34% I am helping Avista succeed 34%28% My opinion really matters to Avista 33%34% I am influencing decisions being made 32%32% Sense of belonging to this community 22%20% I know what this community is about 21%24% To access the content available to the community 21%23% Interacting with other people in this community 9%10% None of these 7%9%Staff_PR_200 Attachment B Page 18 of 86 Survey: Member Experience Evaluation 2022 Reasons for Dissatisfaction The list below now includes just the features that you didn’t choose previously. Please select the features that you feel dissatisfied with or are not fulfilling to you. January 2022 2022 2020 None of these 54%48% Interacting with other people in this community 21%23% I am influencing decisions being made 18%21% My opinion really matters to Avista 15%18% Sense of belonging to this community 15%16% I know what this community is about 10%12% I am getting what I expected out of this experience 6%10% Finding out about new products or ideas 7%8% Learning about new things 6%8% I am helping Avista succeed 8%8% To access the content available to the community 5%7% Opportunities to express my views and opinions 5%4%Staff_PR_200 Attachment B Page 19 of 86 Survey: Weatherization –Part III Requested By: Corporate Communications Purpose: To gather customer thoughts and feedback on Avista’s Energy Use Guide. Fielded: 2/9-2/16 Participants: 395 Key Findings •70% of respondents say the amount of content, tips and information in the guide is just right •99% say the guide includes valuable information •49% would consider taking actions in their household based on information presented in this guide –most common actions respondents considered: •Unplug small appliances when not in use •Lowering thermostat settings •Hot water heater maintenance •When asked what they’d change about the guide, most respondents suggested: •Reducing the number of pages in the guide •Splitting the guide into separate, smaller guides by topic or season •Making the material searchable (electronically) February 2022 Staff_PR_200 Attachment B Page 20 of 86 Survey: Card Sort Activity Requested By: Catherine Mair Purpose: To help us decide how to organize content on our website to make navigation easier for customers. Fielded: 2/25-3/4 Participants: 248 Key Findings •Some links were: •Moved to a new category •Placed in multiple categories •Renamed to be more customer friendly•Follow-up survey will be fielded in Q2 to finalize the footer* March 2022 *Website Footer draft on following slide Staff_PR_200 Attachment B Page 21 of 86 Survey: Card Sort Activity March 2022 Staff_PR_200 Attachment B Page 22 of 86 Survey: Incentive Announcement Requested By: Corporate Communications Purpose: To gather a list of customers who would like to opt into the Incentive Program. Fielded: 3/21-3/28 Participants: 822 Key Findings •77% of respondents are more likely to take a survey if there is a chance of winning a $25 housewarming gift certificate •777 members opted into the Incentive Program* March 2022 *Customers were asked to agree to have their name shared on the Member Hub if they win the random drawing Staff_PR_200 Attachment B Page 23 of 86 Survey: Customer-Guided Tree Removal Requested By: Annie Gannon Purpose: To gather customer input about a potential program that is designed to proactively replace trees that could contact powerlines. Fielded: 3/30-4/6 Participants: 510 Key Findings •52% of respondents chose Tree Removal and Replacement Program as their top choice program name •The top three most appealing attributes associated with this program were: •No cost to customers •Customer in control of timing and scheduling •Free tree planted after problem tree removed •The top three reasons for wanting to participate were: •Reduce risk of wildfire •Increase electric reliability •Less spring and fall cleanup / routine maintenance from Avista’s tree crews March 2022 Staff_PR_200 Attachment B Page 24 of 86 Q2 April –June 2022 Staff_PR_200 Attachment B Page 25 of 86 Commissioned: Voice of the Customer Each day, two files are generated and automatically sent to MDC Research;a file of calls received in the Call Center and a file of completed service jobs -both from the previous day.MDC randomly selects customers to survey from each file and must complete 400 surveys per quarter to ac​hieve an error margin of +/-5% at a 95% confidence level. Calls are made in as short of a timeframe as possible to the customer's interaction with Avista. Staff_PR_200 Attachment B Page 26 of 86 VoC: Overall Satisfaction 2022 2021 April 95%95% May 95%93% June 98%97% “On a scale of 1 to 4 where 1 means very unsatisfied and 4 means very satisfied, how would you rate your overall satisfaction with the customer service that you received from Avista Utilities?” Staff_PR_200 Attachment B Page 27 of 86 VoC: Overall Loyalty 2022 2021 April 93%95% May 95%91% June 92%95% “Assume you were given a choice of energy providers, and they all charged the same rates that you are now paying to Avista Utilities.What is the likelihood that you would stay with Avista rather than switch to another energy provider?Please use a scale of 1 to 4, with 1 meaning "very unlikely" and 4 meaning "very likely" that you would stay with avista. verify:how likely would you be to stay with Avista Utilities?” Staff_PR_200 Attachment B Page 28 of 86 Commissioned: Foresee Web Satisfaction Survey ForeSee has been providing Avista with website survey services since 2006. Each month about 400 randomly selected myavista.com customers complete a survey about their website experience, confidence in Avista and general demographic questions. ForeSee consolidates these “voice of the customer” survey responses into detailed reports that include verbatim customer comments, metrics on overall website satisfaction and benchmarking against other utilities and industries. Staff_PR_200 Attachment B Page 29 of 86 Foresee: Combined Web Satisfaction 2022 2021 April 82.2%80.8% May 83.1%83.9% June 79.7%79.7% Combined Website Satisfaction –both Desktop and Mobile. Staff_PR_200 Attachment B Page 30 of 86 Commissioned: IRP Clean Energy Research This survey was fielded by MDC Research to determine willingness to pay for the implementation of clean energy among Avista customers. Staff_PR_200 Attachment B Page 31 of 86 Research Overview Objectives Determine willingness to pay for the implementation of clean energy among Avista customers Establish baseline of environmental concerns; perceived responsibility of individuals, businesses, and Avista specifically Understand customer tradeoffs between bill increases and carbon emission goals Explore perceptions associated with Avista should they invest in carbon-neutral or carbon-free emissions Gauge perceptions specific to natural gas preferences and tradeoffs Quantify differences by state, customer type, green perceptions, and demographic factors Methodology Web survey with Avista customers. •Customers from Washington, Idaho, and Oregon sourced randomly by email •Survey optimized for both desktop and mobile •Conducted in April 2022 •Final sample size of n=1,100 Proportional representation of state and service type. Respondents screened to ensure appropriate target •Avista customer age 18+ •Has or shares household finance and utility bill responsibility •Not employed by a utility company, or in media, advertising, or market research firm WA ID OR 52%29%20% G GE E 25%47%29% Report Interpretation •All significant differences are reported at the 95% confidence level or higher. The total sample size of n=1,100 has a maximum sampling variability of +/-3.0% at the 95% level. •Some percentages may not add to 100% due to rounding Staff_PR_200 Attachment B Page 32 of 86 Analysis Approach This study incorporates a conjoint exercise to force tradeoffs between various green initiatives and customer willingness to pay. Respondents review various combinations of energy goals, timeframes for that goal, energy sources, and potential bill increases, and select their “most preferred” from a series of options (including an option for “none” each time). Subsequent analysis produces utility scores for each individual attribute, allowing us to calculate which combination has the broadest appeal. Energy Goal Investing in renewables to achieve carbon neutrality Providing 100% carbon-free power by only generating energy through clean energy sources Goal Timeframe In the next year In the next 5 years (by 2027) In the next 10 years (by 2032) In the next 25 years (by 2047) Bill Increase 2% monthly increase 5% monthly increase 10% monthly increase 20% monthly increase 50% monthly increase 100% monthly increase Energy Source Sourced locally Sourced regionally Sourced from anywhere Staff_PR_200 Attachment B Page 33 of 86 Key Takeaways When faced with tradeoffs, price is the prevailing factor. While the majority of customers find importance in sourcing green or local energy, they are only willing to pay so much. Anything beyond a 10% monthly bill increase shows significant declines in popularity. If bill increases to invest in carbon-free or carbon-neutral options are kept below 10%, the specific energy goal, timeframe, local vs. regional source are less important. Price is Important Increases beyond 10% monthly still appeal to a certain subset of customers, particularly those who place great importance on “green,” and/or when the goal can be achieved within the next 10 years. Some customers see beyond price Overall, roughly one in five do not find importance in being “green” When evaluating various green investment options, 17% reject all, including more ambitious outcomes for just a 2% increase Three in ten say they would be likely to seek bill assistance or consider moving to another state if bill were to increase due to Avista investing in carbon-free or carbon-neutral energy Any increase to invest in “green” energy will alienate some customers Staff_PR_200 Attachment B Page 34 of 86 Detailed Findings: Green Insights Nearly 8 in 10 customers find the concept of being environmentally friendly or “green” to be important. This differs by state, area and gender but is consistent across age and income categories. 83%80%71% Customers in urban areas are significantly more likely than those in rural areas to find the concept important. Women are significantly more likely than men to find it important. 85%73% urban 84% suburban 80% rural 75% Customers in Oregon and Washington are significantly more likely than those in Idaho to find the concept of “green” to be important. Staff_PR_200 Attachment B Page 35 of 86 Detailed Findings: Green Insights Customers place similar importance on the “green” responsibility of themselves, businesses, and utility companies.36 8%8%8% 12%13%12% 36%36%29% 42%40%49% Personal Companies or Organizations Utility Companies Like Avista 4 - Very 3 - Somewhat 2 - Not very 1 - Not at all Unsure 78% find the concept of personally being “green” important 77% find it important for companies they do business with to be “green” 79% find it important for utility companies like Avista to be “green” Staff_PR_200 Attachment B Page 36 of 86 Detailed Findings: Green Insights Personal importance to be “green” is driven by responsibility to protect the planet For those believing it is not important to personally be green cost is the main reason Why is it Important?Why is it NOT Important? To protect our planet/environment (38%) Good for the future/future generations (24%) Responsibility/right thing to do/stewardship (16%) To address climate change/global warming (13%) Cost/it’s expensive (29%) Not real/hoax/misinformation (25%) “Green” is worse for the environment, not better (20%) Politics/Political Agenda (17%) Staff_PR_200 Attachment B Page 37 of 86 Detailed Findings: Green Insights Solar and wind are commonly associated with both renewable and clean energy Top Sources Associated With… 91% 89% 73% 34% 29% 28% 20% 6% 3% <1% 2% 1% 84% 81% 67% 20% 30% 31% 31% 3% 31% 0% 2% 4% Solar Wind Hydroelectric Biofuels Nuclear energy Hydrogen Natural gas Coal Geothermal Wood Another energy source None of these Renewable Energy Clean Energy Both solar and wind have somewhat higher associations with being renewable than with being clean Biofuels are more closely associated with being renewable than with being clean Natural gas and geothermal have closer associations with being clean than with being renewable Staff_PR_200 Attachment B Page 38 of 86 Detailed Findings: Green Insights When considering potential utility company initiatives, customers place highest importance on generating power from local and renewable resources •Power from local resources as much as possible (87%) •Power from renewable resources as much as possible (84%) •Prioritize low costs for customers above renewable energy options (73%) •Provide customers options to contribute towards lowering carbon emissions (72%) •Achieve carbon neutrality in energy production by acquiring renewable power equal to energy use (67%) •Achieve 100% carbon-free power by generating energy entirely from clean resources (65%) •Offer customer options (rebates, charging stations, etc) for electric vehicles (61%) •Invest in electric vehicles and/or vehicles with lower carbon emissions for their own fleet (60%) •Generate power from as many resources as possible (58%) Customer place near equal importance on Avista achieving carbon neutrality and on achieving 100% carbon-free power •67% find it important for utility companies like Avista to achieve carbon neutrality •65% find it important for utility companies like Avista to achieve 100% carbon-free power Staff_PR_200 Attachment B Page 39 of 86 Detailed Findings: Conjoint Results Summary Energy Goal If all other factors are held consistent, providing 100% carbon-free energy vs. investing in carbon neutrality has almost no impact Goal Timeframe There is a drop-off in utility at the 25-year level; however, there is little differentiation between in the next year, five years, or ten years when all other factors are held consistent Bill Increase If all other factors are held consistent, the monthly bill increase has the biggest impact; utility drops off considerably with more than a 10% increase It should be noted, however, that those placing high importance on being green demonstrate a willingness to pay beyond the 10% mark Energy Source Though 87% find sourcing power locally to be important, ultimately there is little differentiation between local, regional, and anywhere, when considering other factors along with locality None Overall, 17% of respondents said no to all options presented, indicating no willingness to pay for green investments Staff_PR_200 Attachment B Page 40 of 86 •To save the planet (21%) •For a cleaner environment (19%) •For cleaner air (16%) Three in five customers say Avista should invest in carbon-neutral energy even if it involves a ate increase for customers however sentiment differs by income and area •Urban (40%) •Suburban (36%) •Rural (29%) Detailed Findings: Investment Support •<$60K (28%) •$60K+ (42%) What is the main reason to invest?What is the main reason to NOT invest? •Consumer costs/expensive (57%) •Don’t believe in it/hoax/impossible (17%) •Unnecessary/will not change anything (16%) •Politics/political agenda (10%) Supporters say the main reason Avista should invest in carbon- neutral energy is to “save the planet” while the main reason to not invest among detractors is “consumer cost.” •67% find it important for utility companies like Avista to achieve carbon neutrality •65% find it important for utility companies like Avista to achieve 100% carbon-free power •To fight climate change (16%) •Depends on cost effectiveness (16%) •It’s the right thing to do (16%) Staff_PR_200 Attachment B Page 41 of 86 Detailed Findings: Investment Support •Nearly 7 in 10 customers would be likely to “make at home-sacrifices” if their bill increased due to Avista’s investment in carbon-neutral energy •Just over a quarter indicate they’d seek bill assistance should rates rise due to Avista pursuing carbon- neutral or carbon-free options; for over half, this would take a 10% increase or more •Roughly a third indicate they’d consider moving to another state should rates rise; however, there is uncertainty around what threshold of increase would drive this decision •Over half of customers say their favorability would not be impacted if Avista does not achieve carbon neutrality by 2027 •Nearly half say their favorability would not change if Avista does not achieve carbon free by 2045 Staff_PR_200 Attachment B Page 42 of 86 Detailed Findings: Natural Gas Insights •Nearly half of customers would not consider switching from natural gas to help reduce carbon emissions •Three quarters gas customers agree eliminating natural gas should be entirely voluntary •Eliminating natural gas as an option should be entirely voluntary (74%) •I don’t like the idea as an option because it removes my choice as a customer (71%) •Eliminating natural gas as a fuel option makes me concerned about reliability (65%) •I would be more likely to if some or all of the conversion costs were paid for (60%) •Eliminating natural gas as an option makes me concerned about cooking (42%) •Eliminating natural gas as an option should be regulated by state mandate (18%) •Eliminating natural gas as an option should be regulated by federal mandate (18%) Link to IRP Clean Energy Research DocumentStaff_PR_200 Attachment B Page 43 of 86 Avista Advisors This onl​ine panel is c​​omprised of a group of Avista customers who have agreed to share their feedback through [up to] two short surveys each m​onth. Staff_PR_200 Attachment B Page 44 of 86 Avista Advisor Demographics* *Last updated: July 2022 | For the most recent demographics visit the Avista Advisor Avenue Page 0% 10% 20% 30% 40% 50% Male Female Other 49%49% 2% Gender 1% 3% 15% 81% Credit Code 0 1 2 3Less than 6 months 6 months to less than 1 year 1 to 2 years 3 to 5 years 6 to 9 years 10 or more years 0% 2% 5% 13% 12% 68% Years as an Avista Customer 65+55-64 45-54 35-44 25-34 18-24 36% 27% 18%14% 5% 0% Age Both Electric Gas 62% 20%19% Service Type Washington Idaho Oregon 63% 26% 11% Location Staff_PR_200 Attachment B Page 45 of 86 Avista Advisor: Recruitment •April 2022: 2,101 [Gained 0, Lost 8] •May 2022: 2,091 [Gained 1, Lost 11] •June 2022: 2,080 [Gained 0, Lost 11] Staff_PR_200 Attachment B Page 46 of 86 Survey: Public Participation Requested By: Tamara Bradley Purpose: To gather input from customers as we plan for a cleaner energy future. Fielded: 4/13-4/20 Participants: 623 Key Findings 74% of respondents are interested (or even excited) about the opportunity to learn the ways Avista is supporting a cleaner energy future. When asked about the level of participation in which you’re interested, most respondents told us they would like to be informed and/or consulted. Respondents were asked to choose all that apply: •57% want to be informed –provided with information •49% want to consult –provide feedback•29% want to be involved –work directly with Avista•24% want to collaborate –partner with Avista in each decision•5% want none of the above April 2022 Staff_PR_200 Attachment B Page 47 of 86 Survey: Public Participation Key Findings (continued) 88% prefer to learn about these opportunities via email and 53% prefer to provide their feedback via online surveys. Most respondents don’t face any barriers to participate however for those who do, the most common barriers are: •Economic –12% •Health –11% Most respondents’ friends and family don’t face any barriers to participate however for those who do, the most common barriers are: •Communication –16% •Economic –15% When asked why you’re interested in being involved in the participation process, the most common responses were: •Learning how the transition may impact me –71% •Ability to comment about the issues –62% •Understanding Avista’s clean energy goals –60% April 2022 Staff_PR_200 Attachment B Page 48 of 86 Survey: Papa Murphy’s Partnership Requested By: Scott Steele Purpose: To gather customer thoughts about the annual Papa Murphy’s coupon. Fielded: 5/4-5/11 Participants: 585 Key Findings •Only 17% of respondents had seen the coupon (or a similar coupon) in the past •Of those who have received the coupon in the past, 30% had used it and 13% said not yet, but I plan to! •50% said that yes, it reminds them to call before they dig and 36% said maybe •Most felt neutral (42%) or positive (36%) about the coupon •A small percent (4%) felt negative about the coupon for various reasons May 2022 Staff_PR_200 Attachment B Page 49 of 86 Survey: Avista Website: Card Sort Activity –Part II Requested By: Catherine Mair Purpose: To help us decide how to organize content on our website to make navigation easier for customers. Fielded: 5/18-5/25 Participants: 539 Key Findings 74% of respondents agree that it makes sense to include some links in multiple areas –not knowing what that percentage would be beforehand, we asked them to choose just one area for the following topics just in case: •Get help paying your bill -54% chose Your account -46% chose Customer support •New customer information -52% chose Customer support -38% chose Your account -11% chose Moving •Beware of scams -55% chose Safety -24% chose Customer support -21% chose Community May 2022 Staff_PR_200 Attachment B Page 50 of 86 Survey: Update Contact Preferences Requested By: Corporate Communications Purpose: To gather customer direction in creating a year-at-a-glance list to give customers visibility of what we send via email throughout the year (and give the option to opt out of certain communications). Fielded: 6/2-6/9 Participants: 617 Key Findings 72% of respondents are motivated to keep their contact information up to date because they don’t want to miss a bill or important information – 59% want to make sure they’re notified in case of an emergency. When asked to choose all the categories you find important: •90% Weather and Unplanned Outages •72% Your Safety •61% Programs and Services •53% Monthly Connections Newsletter •50% Company Updates 93% said Yes, descriptions for each category are helpful. June 2022 Staff_PR_200 Attachment B Page 51 of 86 Survey: Scam Prevention Requested By: David Vowels Purpose: To better understand how our customers make decisions when they think they’re being scammed. Fielded: 6/15-6/22 Participants: 506 Key Findings •86% of respondents were already aware of what to do/steps to take if you think someone is trying to scam you •Most respondents think our current documents give enough information to understand what steps to take to avoid being scammed and feel like Avista is trying to keep them safe •Does this give you enough information to understand what steps you should take to avoid being scammed? •One Sheet –99% said Yes, this is good information •Brochure –93% said Yes, this is good information •How does this information make you feel? •One Sheet –90% said Like Avista is trying to keep me safe •Brochure –87% said Like Avista is trying to keep me safe •When asked where you expect to see/hear scam education information: •86% -Email •49% -News Media •39% -Social Media •33% -Other (mainly Direct Mail) June 2022 Staff_PR_200 Attachment B Page 52 of 86 Survey Monkey This online tool is used for both internal and external feedback as needed. Staff_PR_200 Attachment B Page 53 of 86 Survey: My Clean Energy 2022 [NPS] Requested By: Stephanie Myers Purpose: To hear what customers like about the program and where we can do better. Fielded: 4/13-4/27 Participants: 156 Key Findings Net Promoter Score has increased each year –most likely as a result of these changes: •Refined messaging •Repositioned product to simplify the value proposition •Rebranded the program •Introduced an environmental calculator to help customers quantify their impact April 2022 Net Promoter Score (NPS) 2022 43 2021 31 2020 28 2019 4 Staff_PR_200 Attachment B Page 54 of 86 Survey: Public Participation Requested By: Tamara Bradley Purpose: To hear from customers as we make changes to get us to our clean energy goals. Fielded: 4/11-4/20 Participants: 7 Key Findings •Most respondents are interested in learning the ways Avista is supporting a cleaner energy future •71% -Inform: Avista provides you with information and assists with understanding •71% -Consult: Avista obtains feedback from you •57% -Collaborate: Avista partners with you in each decision •43% -Involve: Avista works with you to understand and consider decisions •Most respondents would prefer to learn about participation opportunities via email (71%) •Most respondents would prefer to provide feedback to Avista via online surveys (71%) •86% of respondents face no barriers to participation but when asked about their friends and family, Communication (57%) and Health (43%) barriers were the most common April 2022 Staff_PR_200 Attachment B Page 55 of 86 Survey: Budget Alerts 2022 [NPS] Requested By: Matt Halloran Purpose: To get feedback on customer experience with this feature in order to continue to improve the services we offer and better understand our customers’ needs. Fielded: 5/9-5/16 Participants: 135 Key Findings •68% of respondents said Avista’s Budget Alerts helped them avoid bill related surprises •58% said Avista’s Budget Alerts helped drive changes in behavior to reduce their energy use •79% said the Bill Projections have been accurate enough to inform them when they’re trending higher than they’d like to be •When asked what level of accuracy is needed to help inform decisions/affect their monthly budget… •58% -within $10 of the actual end of month bill •38% -within $20 of the actual end of month bill •4% -within $5 of the actual end of month bill May 2022 Net Promoter Score (NPS) 2022 29 2021 35Staff_PR_200 Attachment B Page 56 of 86 Q3 July –September 2022 Staff_PR_200 Attachment B Page 57 of 86 Commissioned: Voice of the Customer Each day, two files are generated and automatically sent to MDC Research;a file of calls received in the Call Center and a file of completed service jobs -both from the previous day.MDC randomly selects customers to survey from each file and must complete 400 surveys per quarter to ac​hieve an error margin of +/-5% at a 95% confidence level. Calls are made in as short of a timeframe as possible to the customer's interaction with Avista. Staff_PR_200 Attachment B Page 58 of 86 VoC: Overall Satisfaction 2022 2021 July 98%95% August 99%95% September 99%95% “On a scale of 1 to 4 where 1 means very unsatisfied and 4 means very satisfied, how would you rate your overall satisfaction with the customer service that you received from Avista Utilities?” Staff_PR_200 Attachment B Page 59 of 86 VoC: Overall Loyalty 2022 2021 July 95%94% August 96%94% September 95%90% “Assume you were given a choice of energy providers, and they all charged the same rates that you are now paying to Avista Utilities.What is the likelihood that you would stay with Avista rather than switch to another energy provider?Please use a scale of 1 to 4, with 1 meaning "very unlikely" and 4 meaning "very likely" that you would stay with avista. verify:how likely would you be to stay with Avista Utilities?” Staff_PR_200 Attachment B Page 60 of 86 Commissioned: Foresee Web Satisfaction Survey ForeSee has been providing Avista with website survey services since 2006. Each month about 400 randomly selected myavista.com customers complete a survey about their website experience, confidence in Avista and general demographic questions. ForeSee consolidates these “voice of the customer” survey responses into detailed reports that include verbatim customer comments, metrics on overall website satisfaction and benchmarking against other utilities and industries. Staff_PR_200 Attachment B Page 61 of 86 Foresee: Combined Web Satisfaction 2022 2021 July 80.5%83.6% August 82.1%83.9% September 83.7%81.0% Combined Website Satisfaction –both Desktop and Mobile. Staff_PR_200 Attachment B Page 62 of 86 Avista Advisors This onl​ine panel is c​​omprised of a group of Avista customers who have agreed to share their feedback through [up to] two short surveys each m​onth. Staff_PR_200 Attachment B Page 63 of 86 Avista Advisor Demographics* *Last updated: October 2022 | For the most recent demographics visit the Avista Advisor Avenue Page 0% 10% 20% 30% 40% 50% Male Female Other 49%49% 2% Gender Less than 6 months 6 months to less than 1 year 1 to 2 years 3 to 5 years 6 to 9 years 10 or more years 0% 2% 5% 13% 12% 68% Years as an Avista Customer 65+55-64 45-54 35-44 25-34 18-24 36% 27% 18%14% 5% 0% Age Both Electric Gas 62% 20%19% Service Type Washington Idaho Oregon 63% 25% 11% Location 80% 15% 3% 1% Credit Code 3 2 1 0 Staff_PR_200 Attachment B Page 64 of 86 Avista Advisor: Recruitment •July 2022: 2,076 [Gained 1, Lost 5] •August 2022: 2,072 [Gained 0, Lost 4] •September 2022: 2,067 [Gained 0, Lost 5] Staff_PR_200 Attachment B Page 65 of 86 Survey: High / Low / Average Tool Requested By: Corporate Communications Purpose: To get an idea of customer awareness, use, and perceived benefits of the High/Low/Average tool. Fielded: 7/11-7/18 Participants: 469 Key Findings Before this survey, only 28% of respondents were aware of Avista’s High/Low/Average tool •18% have used the tool in the past •21% tried it for the first time during the survey •61% have never used it 82% of respondents think this tool is beneficial to customers –mainly to get an idea of monthly costs prior to moving to a new address. July 2022 Staff_PR_200 Attachment B Page 66 of 86 Survey: AutoPay Requested By: Corporate Communications Purpose: To get an idea of why customers participate in optional programs like AutoPay, so we know how to better promote and offer them. Fielded: 8/2-8/9 Participants: 509 Key Findings Of those who responded to the survey, 42% participate in Auto Pay –and 93% said they participate because it’s convenient •17% said if they weren’t on Auto Pay, they’d forget to pay their bill •14% get rewards/perks from the payment type they use Of those who do not participate in Auto Pay, 74% prefer more control over when their payment is made (this is the category into which I fall) •23% said they never forget to pay their bill •7% get rewards/perks by paying a different way •34% of those who do not participate said they may be interested in participating –many stating that they’d need an incentive or discount in order to do so August 2022 Staff_PR_200 Attachment B Page 67 of 86 Survey: Where do you get information about new products? Requested By: Corporate Communications Purpose: To get an idea of what customers pay attention to and where they may hear or see advertisements.. Fielded: 9/14-9/21 Participants: 540 Key Findings Of those who responded to the survey, only 16% read the physical paper daily –another 8% read it occasionally•15% read the paper online daily –another 11% read it online occasionally •9% read both (physical and online)•21% don’t read the paper at all•20% get their news elsewhere (online sources, smart phone apps, social media, etc) 23% don’t use social media. Of those who do, 38% will pay attention to an eye-catching / interesting ad; another 38% ignore them and 82% say it makes a difference if their friend or family member suggested the item or product. 36% listen to both classic and internet radio –of those who listen to internet radio, 40% pay extra to listen without ads•28% only listen to “classic” AM / FM radio•13% only listen to internet radio•23% don’t listen to the radio at all 48% watch both classic and streaming television –of those who watch streaming services, 42% pay extra to watch without ads•21% only watch “classic” television•24% only watch streaming services•7% don’t watch television at all And finally, 74% of respondents notice billboards September 2022 Staff_PR_200 Attachment B Page 68 of 86 Survey Monkey This online tool is used for both internal and external feedback as needed. Staff_PR_200 Attachment B Page 69 of 86 Survey: Electric Vehicle Charging Program 2022 [NPS] Requested By: Lisa Garrett Purpose: To get participant thoughts on the program. Fielded: 8/9-8/26 Participants: Residential: 67 Commercial: 9 August 2022 Net Promoter Score (NPS) Residential Commercial 2022 91 67 Staff_PR_200 Attachment B Page 70 of 86 Survey: Electric Vehicle Charging Program 2022 [NPS] Key Findings –Residential •Overall Satisfaction with the program •82% Very Satisfied •15% Satisfied •3% Very Unsatisfied •On average, 70% of respondents total miles driven are in their electric vehicles •Most respondents charge their vehicles during off-peak hours (or both peak and off-peak) •49% during off-peak hours •48% during both peak and off-peak hours •3% during peak hours •Overall Satisfaction with Electric Vehicle workplace charging •24% Very Satisfied •9% Satisfied •48% Neutral •13% Unsatisfied •6% Very Unsatisfied August 2022 •Overall Satisfaction with public AC Level 2 charging availability •10% Very Satisfied •12% Satisfied •52% Neutral •18% Unsatisfied •7% Very Unsatisfied •Overall Satisfaction with public DC fast charging availability •1% Very Satisfied •10% Satisfied •64% Neutral •16% Unsatisfied •7% Very Unsatisfied Staff_PR_200 Attachment B Page 71 of 86 Survey: Electric Vehicle Charging Program 2022 [NPS] Key Findings –Commercial •Overall Satisfaction with the program •56% Very Satisfied •22% Satisfied •11% Neutral •11% Very Unsatisfied •All respondents either do not have a regular charging schedule or said the question wasn’t applicable •44% during both peak and off-peak hours •56% not applicable •Most respondents have not asked their employees to charge personal vehicles during off-peak hours •22% have asked their employees •67% have not asked their employees •11% not applicable August 2022 Staff_PR_200 Attachment B Page 72 of 86 Survey: Renewable Natural Gas (RNG) 2022 Requested By: Stephanie Myers Purpose: To get participant thoughts on the program. Fielded: 9/29-10/13 Participants: 105 Key Findings •Participants prefer: •Low-price energy over comfort (56%vs 44%) •Reliability over low price energy (68%vs 32%) and comfort (77%vs 23%) •Low carbon energy source over low-price energy (88%vs 13%), reliability (59%vs 41%) and comfort (77% vs 23%) September 2022 Staff_PR_200 Attachment B Page 73 of 86 Survey: Renewable Natural Gas (RNG) 2022 Key Findings –Value Statements Participants were asked how strongly they agree with each value statement. The table below reflects the top box answers (the percentage of respondents who chose Totally Agree and Agree) for both Natural Gas and Renewable Natural Gas. September 2022 Low-cost energy source Reliable energy source Heats faster and more evenly than electric High level of heating / cooling comfort Low carbon energy source Abundant resource Natural Gas 64%78%65%77%38%48% Renewable Natural Gas 50%70%57%65%73%64% Staff_PR_200 Attachment B Page 74 of 86 Q4 October –December 2022 Staff_PR_200 Attachment B Page 75 of 86 Commissioned: Voice of the Customer Each day, two files are generated and automatically sent to MDC Research;a file of calls received in the Call Center and a file of completed service jobs -both from the previous day.MDC randomly selects customers to survey from each file and must complete 400 surveys per quarter to ac​hieve an error margin of +/-5% at a 95% confidence level. Calls are made in as short of a timeframe as possible to the customer's interaction with Avista. Staff_PR_200 Attachment B Page 76 of 86 VoC: Overall Satisfaction 2022 2021 October 98%97% November 98%98% December 97%96% “On a scale of 1 to 4 where 1 means very unsatisfied and 4 means very satisfied, how would you rate your overall satisfaction with the customer service that you received from Avista Utilities?” Staff_PR_200 Attachment B Page 77 of 86 VoC: Overall Loyalty 2022 2021 October 93%94% November 95%96% December 94%93% “Assume you were given a choice of energy providers, and they all charged the same rates that you are now paying to Avista Utilities.What is the likelihood that you would stay with Avista rather than switch to another energy provider?Please use a scale of 1 to 4, with 1 meaning "very unlikely" and 4 meaning "very likely" that you would stay with avista. verify:how likely would you be to stay with Avista Utilities?” Staff_PR_200 Attachment B Page 78 of 86 Commissioned: Foresee Web Satisfaction Survey ForeSee has been providing Avista with website survey services since 2006. Each month about 400 randomly selected myavista.com customers complete a survey about their website experience, confidence in Avista and general demographic questions. ForeSee consolidates these “voice of the customer” survey responses into detailed reports that include verbatim customer comments, metrics on overall website satisfaction and benchmarking against other utilities and industries. Staff_PR_200 Attachment B Page 79 of 86 Foresee: Combined Web Satisfaction 2022 2021 October 82%83% November 82%85% December 80%84% Combined Website Satisfaction –both Desktop and Mobile. Staff_PR_200 Attachment B Page 80 of 86 Avista Advisors This onl​ine panel is c​​omprised of a group of Avista customers who have agreed to share their feedback through [up to] two short surveys each m​onth. Staff_PR_200 Attachment B Page 81 of 86 Avista Advisor Demographics* *Last updated: October 2022 | For the most recent demographics visit the Avista Advisor Avenue Page 0% 10% 20% 30% 40% 50% Male Female Other 49%49% 2% Gender Less than 6 months 6 months to less than 1 year 1 to 2 years 3 to 5 years 6 to 9 years 10 or more years 0% 2% 5% 13% 12% 68% Years as an Avista Customer 65+55-64 45-54 35-44 25-34 18-24 36% 27% 18%14% 5% 0% Age Both Electric Gas 62% 20%19% Service Type Washington Idaho Oregon 63% 25% 11% Location 80% 15% 3% 1% Credit Code 3 2 1 0 Staff_PR_200 Attachment B Page 82 of 86 Avista Advisor: Recruitment •October 2022: 2,048 [Gained 0, Lost 19] •November 2022: 2,042 [Gained 0, Lost 6] •December 2022: 2,042 [Gained 0, Lost 0] Staff_PR_200 Attachment B Page 83 of 86 Survey: Heating Season Requested By: Kim Vollan Purpose: To get customer thoughts on receiving their first heating season bill each year. Fielded: 10/3-10/10 Participants: 521 Key Findings •Most respondents (98%) know and understand why bills are larger in the winter months –1% of respondents said it doesn’t make sense to them •31% said having more information would make a difference in how they feel when they get that first heating season bill –54% said no, more information wouldn’t make a difference •50% expect or anticipate a higher “heating season” bill •When asked how they feel when the bill is received, 39% are indifferent because they expect the seasonal increase October 2022 Staff_PR_200 Attachment B Page 84 of 86 Survey: Avista Communication Preferences Requested By: Tamara Bradley Purpose: To understand how to engage customers more equitably in future programs and initiatives. Fielded: 10/17-10/24 Participants: 190 Avista Advisors | 7,406 Total *This survey was sent to all customers Key Findings Most respondents prefer email, regardless of the topic: •58% receive their bill via email •88% receive news and updates via email Regardless of the topic, respondents were more likely to be satisfied with current communications from Avista. The numbers below reflect the percentage of customers satisfied with each topic: •73% tips to save energy •64% payment / bill assistance •59% interruptions or changes in service October 2022 Staff_PR_200 Attachment B Page 85 of 86 Survey: Avista Communication Preferences Key Findings (continued) When asked if they agree with the following statements: •90% stated they know how to contact Avista if they’re having a service issue •79% know Avista shares useful energy-saving tips •70% know that Avista informs them in advance of utility rate changes 72% of respondents do not want to use social media to receive Avista updates. When asked if they would consider attending in-person or virtual events hosted by Avista, 27% indicated that they would. October 2022 Staff_PR_200 Attachment B Page 86 of 86